Should I buy anduril when it IPOS AND what about Figma
7/31/2025 12:33am
**Anduril's IPO is likely to be a significant event**, and its valuation has already soared to $28 billion. The company's strong growth, backed by notable investors and its innovative defense technology, makes it an attractive candidate for investment. However, the high-risk nature of defense technology and the competitive market for IPOs may impact its performance.
**Figma's IPO also presents an intriguing opportunity**. The company has already raised $1.2 billion in its initial public offering, valuing it at nearly $19.34 billion. With strong demand and a significant step up in valuation from its previous round, Figma is poised for potential growth. Its innovative design software and AI integration make it a compelling investment, especially as the tech sector shows signs of thawing for IPOs.
1. **Anduril's IPO**:
- Anduril, a defense technology company, has confirmed plans for an initial public offering (IPO).
- The company has already raised significant funding, with a valuation of $14 billion as of August 2024.
- Anduril's focus on autonomous defense systems and AI-powered military wearables positions it in a high-growth sector.
- However, the defense industry's sensitivity and regulatory challenges could impact its stock performance.
2. **Figma's IPO**:
- Figma, a design software company, has recently priced its IPO at $33 per share, raising $1.2 billion.
- The company has seen strong investor demand, with its IPO being 40 times oversubscribed.
- Figma's revenue growth and high gross margins, combined with its expanding enterprise software market presence, make it an attractive investment.
- The company's dual-class structure, with CEO Dylan Field controlling a significant voting majority, may impact corporate governance.
**Investment Considerations**:
- Both companies are in high-growth sectors and have strong valuation backing.
- Anduril's IPO could be influenced by defense tech and crypto market sentiment.
- Figma's IPO benefits from a thaw in tech listings and a return of investor appetite for high-growth tech firms.
- Investors should consider the risk associated with the IPO market and the specific challenges of each company's sector.
- Figma's IPO appears to have stronger institutional interest and a more established revenue model, which may make it a slightly less risky investment than Anduril.
**Conclusion**: Both Anduril and Figma present promising investment opportunities with their IPOs. Figma's stronger institutional interest and more established revenue model may make it a slightly less risky investment, but Anduril's innovative defense technology and high growth potential could attract investors seeking a higher risk-reward profile. Investors should conduct thorough due diligence and consider their risk tolerance before making investment decisions.